See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,471 | $95,862+41.3% | $79,550+70.3% | $134,475+0.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.51% | -2.69%-15.8pp | 0.16%-18.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,350 | $3,128-24.9% | $2,413-2.6% | $4,740-50.4% |
| Participant deferral / active EE | $3,910 | $4,693-16.7% | $3,985-1.9% | $6,400-38.9% |
| Admin fee / account holder | $1,340 | $9,126-85.3% | $6,832-80.4% | $11,426-88.3% |